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CFLRS View Drop Down
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Points: 1630 		Post Options Post Options   Thanks (0) Thanks(0)   Quote CFLRS Quote  Post ReplyReply Direct Link To This Post Posted: Jun/26/2023 at 11:22am
Originally posted by Gob Gob wrote:

Originally posted by RIArules RIArules wrote:

This is the shoddiest thread I have seen on AH in modern history.

I did it!!

I am not buying a Jones office or going to jones. I have an ria and manage $150mm and in talks to purchase a smaller ria, around $70mm.

I’m concerned about the distance between the offices and am curious about the potential of the area. Since it has 3 jones offices I am curious if that means Jones thinks the area has growth potential. 

IDK much about Jones...but I doubt Jones (or that location of their current offices) has any data/relevance the area's growth potential.
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luvindy View Drop Down
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Anyone with triple digit assets should put up with some newb level shit and stick around. 
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
Dow 13,090 S&P 1406
5/23/13 UC:Dow 20k before 20% crrectn Dow 15,
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I’m mister manager!
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Originally posted by Gob Gob wrote:

Originally posted by RIArules RIArules wrote:

This is the shoddiest thread I have seen on AH in modern history.

I did it!!

I am not buying a Jones office or going to jones. I have an ria and manage $150mm and in talks to purchase a smaller ria, around $70mm.

I’m concerned about the distance between the offices and am curious about the potential of the area. Since it has 3 jones offices I am curious if that means Jones thinks the area has growth potential. 

To answer your question. Maybe.

Your best bet would be to look pure demographic data. Population/Age/etc

A clever workaround… call leading response or another mail house. Ask them to see how many people, based on the criteria you give them, they can mail to. If it’s lots .. you are good to go.
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Nathan Explosion View Drop Down
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Originally posted by Gob Gob wrote:

Originally posted by RIArules RIArules wrote:

This is the shoddiest thread I have seen on AH in modern history.

I did it!!

I am not buying a Jones office or going to jones. I have an ria and manage $150mm and in talks to purchase a smaller ria, around $70mm.

I’m concerned about the distance between the offices and am curious about the potential of the area. Since it has 3 jones offices I am curious if that means Jones thinks the area has growth potential. 

jones has info on total households, jones Has, HHs above 250k in investible assets and total investible assets in a certain region.  
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Originally posted by CashFlow CashFlow wrote:

Originally posted by WarPig WarPig wrote:

You guys are fucking retards.

He never said he was buying a Jones office LOL

He asking since there are 3 Jones offices is there lots of potential in his town.

Ffs

Not a retard but misread it as well.  

We're all retards here. 
Bring back Helado!
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WarPig View Drop Down
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Originally posted by DucatiSportGT DucatiSportGT wrote:

Originally posted by CashFlow CashFlow wrote:

Originally posted by WarPig WarPig wrote:

You guys are fucking retards.

He never said he was buying a Jones office LOL

He asking since there are 3 Jones offices is there lots of potential in his town.

Ffs

Not a retard but misread it as well.  

We're all retards here. 

All of us LOL
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Originally posted by Nathan Explosion Nathan Explosion wrote:

Originally posted by Gob Gob wrote:

Originally posted by RIArules RIArules wrote:

This is the shoddiest thread I have seen on AH in modern history.

I did it!!

I am not buying a Jones office or going to jones. I have an ria and manage $150mm and in talks to purchase a smaller ria, around $70mm.

I’m concerned about the distance between the offices and am curious about the potential of the area. Since it has 3 jones offices I am curious if that means Jones thinks the area has growth potential. 

jones has info on total households, jones Has, HHs above 250k in investible assets and total investible assets in a certain region.  

Better than that it has the breakdown of every single zip code in each region. 
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freebird View Drop Down
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Whoa!

Good luck getting your hands on this top secret data.  They keep it locked away with the research that says...

1. multiple goals = more assets
2. 5-7 contacts turns a prospect into a client
3. clients wants to make choices such as commission vs managed 
4. clients want to select their own portfolio from a menu of quality investments
5. FA's need to be reprogrammed by agile coaches
6. a diverse workforce will capture the diverse assets
7. roth conversions are to be discussed by CPAs, not advisors
8. innovate NEW software like Moneyguide Pro from 2002 will solve most of the firms problems
9. it's time for teaming after everyone else has done it for 30 years
10. shutting down all lines of communication in the field increases communication and comraderie

That's off the top of my head, but there's more research in that vault and they'll pull it out as needed

LOL
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Points: 43170 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Nathan Explosion Quote  Post ReplyReply Direct Link To This Post Posted: Jun/27/2023 at 11:28pm
I got a mini lecture from someone in BOA admin and hiring of what “I should be doing” with my BOA’s role…….weird call.  
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WarPig View Drop Down
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Originally posted by freebird freebird wrote:

Whoa!

Good luck getting your hands on this top secret data.  They keep it locked away with the research that says...

1. multiple goals = more assets
2. 5-7 contacts turns a prospect into a client
3. clients wants to make choices such as commission vs managed 
4. clients want to select their own portfolio from a menu of quality investments
5. FA's need to be reprogrammed by agile coaches
6. a diverse workforce will capture the diverse assets
7. roth conversions are to be discussed by CPAs, not advisors
8. innovate NEW software like Moneyguide Pro from 2002 will solve most of the firms problems
9. it's time for teaming after everyone else has done it for 30 years
10. shutting down all lines of communication in the field increases communication and comraderie

That's off the top of my head, but there's more research in that vault and they'll pull it out as needed

LOL




You sound like an ex-girlfriend 
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BullishT View Drop Down
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Points: 3261 		Post Options Post Options   Thanks (0) Thanks(0)   Quote BullishT Quote  Post ReplyReply Direct Link To This Post Posted: Jun/28/2023 at 8:10am
Serious question Gob, if you are taking over $70mm does it really matter what else is in the area? You’ll spend several years just mining the existing client base 
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freebird View Drop Down
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Points: 13700 		Post Options Post Options   Thanks (0) Thanks(0)   Quote freebird Quote  Post ReplyReply Direct Link To This Post Posted: Jun/28/2023 at 8:25am
Originally posted by WarPig WarPig wrote:

Originally posted by freebird freebird wrote:

Whoa!

Good luck getting your hands on this top secret data.  They keep it locked away with the research that says...

1. multiple goals = more assets
2. 5-7 contacts turns a prospect into a client
3. clients wants to make choices such as commission vs managed 
4. clients want to select their own portfolio from a menu of quality investments
5. FA's need to be reprogrammed by agile coaches
6. a diverse workforce will capture the diverse assets
7. roth conversions are to be discussed by CPAs, not advisors
8. innovate NEW software like Moneyguide Pro from 2002 will solve most of the firms problems
9. it's time for teaming after everyone else has done it for 30 years
10. shutting down all lines of communication in the field increases communication and comraderie

That's off the top of my head, but there's more research in that vault and they'll pull it out as needed

LOL




You sound like an ex-girlfriend 

The hatred is real.  Give me a bit and I’ll dig into the picture frames 
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Points: 28776 		Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Jun/28/2023 at 8:28am
Gooood. I can feel your anger. Let the hate flow through you!
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Originally posted by B24 B24 wrote:

Gooood. I can feel your anger. Let the hate flow through you!
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Note to AH moderators...

Free opens up the can of worms and brings picture frames into focus...lost my shit that Free is now counting frames as a reason to leave the mothership...priceless!
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B24 View Drop Down
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Originally posted by BigCheese BigCheese wrote:

Note to AH moderators...

Free opens up the can of worms and brings picture frames into focus...lost my shit that Free is now counting frames as a reason to leave the mothership...priceless!

You should start a financial advisor picture framing business and cut Jones out of the action.LOL
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Points: 2791 		Post Options Post Options   Thanks (0) Thanks(0)   Quote BigCheese Quote  Post ReplyReply Direct Link To This Post Posted: Jun/28/2023 at 10:10am
B...two steps ahead...

Been thinking of names thought I would put it out for the rest to critique...

Manscape frames...just a cut above...
Square frames Inc...
Spiffs favorite....blinders frames... we close your mind to reality....
Chicken Little Pitchers...where Piggy goes all the way home...
In before Luv Frames Inc...
and my favorite of all time....

Where's Wolf...

This could take us to the Fall when all hell breaks loose!
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Points: 43170 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Nathan Explosion Quote  Post ReplyReply Direct Link To This Post Posted: Jun/28/2023 at 10:33am
This thread has potential
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Originally posted by Nathan Explosion Nathan Explosion wrote:

This thread has potential

Well said.
8/31/12,Sportsfreak:
"If Barak wins this election, or appears to be clearly winning, we are all fucked. Market will tank big time."
Dow 13,090 S&P 1406
5/23/13 UC:Dow 20k before 20% crrectn Dow 15,
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